Services for Law Firms

Wills, Power of Attorneys and some form of tax planning are not regulated by the Financial Services Authority.

Dundas House, 166 Buchanan Street, Glasgow, G1 2LW, Company No. SC249375

Warde Graham Consulting Limited is authorised and regulated by the Financial Services Authority. Registered in Scotland, registered number SC249375.
Registered address Dundas House, 166 Buchanan Street, Glasgow, G1 2LW. We are entered on the FSA register number 225466 at www.fsa.gov.uk.

Executry and Trustee Investment Plans

Our Executry and Trustee investment planning service is designed to help trustees meet their legislative requirements. Typically we provide:

  • investment advice and recommendations on the investment options available to Executors and Trustees, including the creation of bespoke investment strategies
  • assistance to Trustees to ensure "proper investment advice" covering:

    ~suitable investment decision making
    ~meeting trustees and executors requirements for diversification and tax efficiency
    ~implementing investment maintanenance programmes to satisfy obligations and trustess duties

We help law firms and their clients throughout Scotland and we would be very happy to answer any questions you may have.

Contact us on 0141 331 0660 for more information.